What are the benefits of using Suggestions?

The benefits of Suggestions include:

  • You can take action right in Vault CRM to increase engagement with your accounts and hit your goals
  • Suggestions can draw data from lots of sources, including external applications, to display the most helpful suggestions
  • Suggestions can include each account’s preferred channel of communication, making it easier for you to connect
  • Suggestions incorporate user feedback to make future suggestions more relevant
  • Vault CRM has a dashboard that displays unactioned suggestions
  • You can use Suggestions with X-Pages